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Our Process

We create strategies that are tailored to your needs and goals.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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SHA Investment Questionnaire

Complete the Investment Questionnaire to determine your Risk Tolerance.

Plan Your Retirement

Our Typical Clients

Are individuals who desire to partner with a trusted professional for life’s unpredictable journey.

See the benefit of planning to assist them in making important financial decisions.

Desire a partner who removes anxiety and is a force of calm in their lives.

Require a relationship where there is a mutual understanding and trust, and values our services.

Would rather spend time on activities they enjoy and leave the asset management to us.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Come Visit Our Office


Our business is built on a foundation of thoughtful client relationships.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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